Creating an Offer
Create an offer with:- Deal association — Link the offer to a specific deal in your pipeline
- Pricing details — The proposed pricing and terms
- Description — What’s included in the offer
- Status — Track whether the offer is pending, accepted, or declined
Tracking Offers
The Offers view lets you:- See all active offers across your pipeline
- Filter by status, deal, or date
- Link offers to specific deals for context
- Track prospect feedback and next steps
Offers are separate from Presentations. Use Offers for pricing and proposal tracking, and Presentations for slide decks and visual content.